Functionalities of iWealth – iWealth

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Wealth Management
iWealth by Norrenberger
Features of iWealth
Functionalities of iWealth
Value Proposition of iWealth
Generational Wealth Transfer & iWealth

Functionalities of iWealth

An overview of how the iWealth account setup works; from account creation, user type selection, and uploading/depository to service access.

Functionalities

Account Creation

This is done by downloading the iWealth app from the respective app store or accessing it through a web browser. Then open the app and click on the "Sign Up" or "Create Account" button.

User Type Selection

After creating an account, the App will automatically assign you to a Regular plan which is free and can be changed during Sign Up or when Logged into the App to a Silver, or Platinum Plan.

Depository

Once your account is created and your user type is selected, you will be required to supply your financial information, such as specifics of your assets and liabilities based on the categories offered and also a beneficiary.

Service Access

Once accounts are linked or information is uploaded, the App will process and aggregate the data. Various services and special features can be accessed on the App, through a user-friendly dashboard or menu list.

About iWealth

iWealth By Norrenberger

Features of iWealth

Information Storage & Management

Valuation & Value Statement Guarantee

Existence/Valuation

Advisory Service

Functionality of iWealth

Account Creation

User Type Selection

Generational Wealth Transfer & iWealth

Wealth Transfer

iWealth as a Vehicle for Generational Wealth Transfer

Support

Terms & Conditions

Value Proposition of iWealth

Information Management

Clarity of documentation

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